Migrating to Epicor

Yahoo Archive
1

Hello Jay,


How many open work orders are there? How many can you actually close out? Finance will be on your side to close as many as possible... Production will want to leave them all open. Pray that Finance has more political clout. In every migration I've done but one, we've managed to drain WIP almost entirely... in the one that we didn't, the first month closing after go-live was a complete nightmare. There are so many ways costs can get sent to manufacturing variance or lost entirely.


How accurately does your current system handle WIP? If costs in WIP are pretty accurate, the Epicor DMT is very good at putting things in the right places. If the data you're bringing in is suspect, pray harder for Finance.


Ernie Lowell

Diba Industries

2

Hi Everyone,


We are moving from an old ERP system to Epicor and kinda figuring out a way to deal with open jobs in the old erp system or how to do a transition between the two systems especially for open jobs. If any of you guys have experience regarding the migrating phase, please share with me !!!

3

Way back when we migrated from DCD Classic to Vantage 4.0 we did a phased in approach to the jobs. Sept. 1 all new jobs were entered in Vantage and the shop floor “clocked” time on operations manually  to “white cards”. By the end of October we hit the crossover point where there were more jobs in Vantage (maximum job lifespan was 90 days) than in Classic so we started shop floor clocking in Vantage and white carded the old jobs. By year end 97% of the old jobs had been closed. Â

 

Costing from Vantage was manually entered in the GL on Classic for the books to be closed there but with the new year all financials were in Vantage. Purchasing for all jobs was done in Vantage and we did manual inventory moves for the few items needed in the old system. A very dedicated implementation team kept it all straight. We kept the old AS/400 system around for a year to reference old BOMs or “just in case” but eventually shut it down.

 

-Todd C.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, June 09, 2014 12:38 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Migrating to Epicor

 

 

Hi Everyone,

 

We are moving from an old ERP system to Epicor and kinda figuring out a way to deal with open jobs in the old erp system or how to do a transition between the two systems especially for open jobs. If any of you guys have experience regarding the migrating phase, please share with me !!!

4
#ygrps-yiv-1965871111 P.ygrps-yiv-1965871111ce387540-7764-462c-979a-97379ccda45c { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1965871111 LI.ygrps-yiv-1965871111ce387540-7764-462c-979a-97379ccda45c { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1965871111 DIV.ygrps-yiv-1965871111ce387540-7764-462c-979a-97379ccda45c { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1965871111 TABLE.ygrps-yiv-1965871111ce387540-7764-462c-979a-97379ccda45cTable { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1965871111 DIV.ygrps-yiv-1965871111Section1 { }

Hi Jay,

 

There are many ways to do this.

Personally I advise to Create the open jobs with all operations and materials.

 

At cut over, import in job adjustments to get the job to be correct both from an actual cost perspective and operational completion perspective.

 

This then provides a clean cut over point. You can reconcile your WIP reports and inventory.

 

I would also recommend as much as possibly trying to run down the jobs or “problematic jobs” trying to keep items in inspection to a minimum.

Ensure you have a simple way of reconciling also.

 

Reagrds,

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: 09 June 2014 18:38
To: vantage@yahoogroups.com
Subject: [Vantage] Migrating to Epicor

 

 

Hi Everyone,

 

We are moving from an old ERP system to Epicor and kinda figuring out a way to deal with open jobs in the old erp system or how to do a transition between the two systems especially for open jobs. If any of you guys have experience regarding the migrating phase, please share with me !!!



Stephen Edginton (Beng) | Solutions & Technical Director

Mobile:  +44 7734 858415
Main:  +44 (0) 121 314 1170
Web:  www.dotnetit.co.uk

Dot Net IT Limited, One St Kenelm Court, Steel Park Road, Halesowen, B62 8HD, United Kingdom.

DotNetIT

Epicor Platinum Partner

Epicor Alliance Partner

5
Hi Stephen, 

Thanks for your reply !! Your reply seems like the one our company want try to do. I was wondering if you shed some more light on how you implemented at your firm.. It would be of great help if you could help in the process !!!


On Monday, June 9, 2014 6:25 PM, "Stephen Edginton stephene@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-1640034684yiv3480107716ygrp-text">
  
  
  <div>
Hi Jay,
 
There are many ways to do this.
Personally I advise to Create the open jobs with all operations and materials.
 
At cut over, import in job adjustments to get the job to be correct both from an actual cost perspective and operational completion perspective.
 
This then provides a clean cut over point. You can reconcile your WIP reports and inventory.
 
I would also recommend as much as possibly trying to run down the jobs or “problematic jobs” trying to keep items in inspection to a minimum.
Ensure you have a simple way of reconciling also.
 
Reagrds,
 
 
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: 09 June 2014 18:38
To: vantage@yahoogroups.com
Subject: [Vantage] Migrating to Epicor
 
 
Hi Everyone,
 
We are moving from an old ERP system to Epicor and kinda figuring out a way to deal with open jobs in the old erp system or how to do a transition between the two systems especially for open jobs. If any of you guys have experience regarding the migrating phase, please share with me !!!


Stephen Edginton (Beng) | Solutions & Technical Director
Mobile:  +44 7734 858415
Main:  +44 (0) 121 314 1170
Web:  www.dotnetit.co.uk
Dot Net IT Limited, One St Kenelm Court, Steel Park Road, Halesowen, B62 8HD, United Kingdom.
DotNetIT
Epicor Platinum Partner
Epicor Alliance Partner
</div>
 


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6

Our company has experienced both migrating over open jobs and the phase in/phase out option.  When we brought our first group over to Epicor, we brought over open jobs.  We found issues with this, so for our second group, we decided to complete the open jobs in our old system and enter new jobs into Epicor.  We’re handling our third group the same way as the second.

 

Depending on your company structure, how long your open jobs last, etc. this may or may not work for you.  But my recommendation would be to finish the open jobs in your current system, if possible.

 

----------------

Bill Kingsley

Controller

Compulink Corp.

ComDesign Inc.

Voice (727) 578-6503

Fax (727) 578-0120


CONFIDENTIALITY NOTICE

The information contained in this communication, including attachments, is privileged and confidential. It is intended only for the exclusive use of the addressee. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us at 727-578-6280 and immediately delete the communication.

"This (document/presentation) may contain technical data as defined in the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of this material is restricted by the Arms Export Control Act (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons without prior approval form the U.S. Department of State."
7
What we need was rather strange.

We created a warehouse called MTL, and created a bin for each job. We then placed all the material that had been issued to the old jobs into these bins via DMT. We created all the existing jobs in Epicor via DMT. We then spent a couple hours and issued all the materials from each bin into the appropriate job. We printed new travelers for all the DMT'd jobs. We put them on the top of all the job travler packets on the floor and moved forward from there.

Obviously, we completed as many jobs as possible before migration, and we held off on releasing new jobs until Epicor was up when possible.

We migrated about 150 jobs.

Regarding labor records, we basically ignored it for the migration jobs. However, the material price was right and all that mattered for us.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, June 11, 2014 11:18 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Migrating to Epicor


Our company has experienced both migrating over open jobs and the phase in/phase out option. When we brought our first group over to Epicor, we brought over open jobs. We found issues with this, so for our second group, we decided to complete the open jobs in our old system and enter new jobs into Epicor. We're handling our third group the same way as the second.

Depending on your company structure, how long your open jobs last, etc. this may or may not work for you. But my recommendation would be to finish the open jobs in your current system, if possible.

----------------
Bill Kingsley
Controller
Compulink Corp.
ComDesign Inc.
Voice (727) 578-6503
Fax (727) 578-0120

________________________________
CONFIDENTIALITY NOTICE

The information contained in this communication, including attachments, is privileged and confidential. It is intended only for the exclusive use of the addressee. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us at 727-578-6280 and immediately delete the communication.

"This (document/presentation) may contain technical data as defined in the International Traffic In Arms Regulations (ITAR) 22 CFR 120.10. Export of this material is restricted by the Arms Export Control Act (22 U.S.C. 2751 et seq.) and may not be exported to foreign persons without prior approval form the U.S. Department of State."



[Non-text portions of this message have been removed]